Axis Momentum Fund - Regular Plan - Growth Option

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NAV
₹ 8.27 ₹ -0.07 (-0.85 %)
as on 21-02-2025
Asset Size (AUM)
Cr
Launch Date
Dec 12, 2024
Investment Objective
The Scheme seeks to provide long-term capital growth from an actively managed diversified portfolio of equity & equity-related securities of companies that exhibit strong momentum. The selection of securities will be based on a quantitative model that will aim to maximize momentum exposure based on various parameter.
Minimum Investment 0.0
Minimum Top-up 0.0
Investment Returns Since Launch in Dec 12, 2024
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-16.55

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.0 %
Expense Ratio
2.11%
Volatility
0.0 %
Fund House
Axis Mutual Fund
Fund Manager
Karthik Kumar,Mayank Hyanki
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 0.0 (plus in multiples of Rs. 0.0)

Entry Load
Not applicable
Exit Load
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 21-02-2025

Yearly Performance (%)

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Axis Momentum Fund - Regular Plan - Growth Option 12-12-2024 0.0 0.0 0.0 0.0 0.0
Axis Innovation Fund - Regular Plan - Growth Option 05-12-2020 13.93 20.34 11.0 0.0 0.0
Franklin India Opportunities Fund - Growth 05-02-2000 12.76 36.45 24.95 24.6 14.4
Kotak Pioneer Fund- Regular Plan- Growth Option 31-10-2019 12.75 24.64 16.3 21.07 0.0
ICICI Prudential Innovation Fund - Growth 05-04-2023 12.73 0.0 0.0 0.0 0.0
Union Innovation & Opportunities Fund - Regular Plan - Growth Option 06-09-2023 12.5 0.0 0.0 0.0 0.0
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 12.21 27.67 22.69 25.74 0.0
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 12.08 19.05 0.0 0.0 0.0
ICICI Prudential Exports & Services Fund - Growth 01-11-2005 10.82 23.66 17.85 20.57 13.0
HDFC Defence Fund - Growth Option 02-06-2023 9.96 0.0 0.0 0.0 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings